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Disclosery

Flywheel Private Wealth LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Flywheel Private Wealth LLC on IWD, newest first. How the timeline and the estimate are built.

Flywheel Private Wealth LLC held 13,119 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,119 shares
    Change vs previous 13F -194 shares

    1.57% of the 13F portfolio, value $3,180,486.

    13F-HR 0001725547-26-000242 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,313 shares
    Change vs previous 13F -62 shares

    1.62% of the 13F portfolio, value $2,844,630.

    13F-HR 0001725547-26-000136 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,375 shares
    Change vs previous 13F -813 shares

    1.76% of the 13F portfolio, value $2,813,339.

    13F-HR 0001725547-26-000020 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,188 shares
    Change vs previous 13F -127 shares

    2.26% of the 13F portfolio, value $2,888,575.

    13F-HR 0001725547-25-004114 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,315 shares
    Change vs previous 13F -514 shares

    2.23% of the 13F portfolio, value $2,780,440.

    13F-HR 0001725547-25-003450 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,829 shares
    Change vs previous 13F -353 shares

    2.54% of the 13F portfolio, value $2,790,261.

    13F-HR 0001725547-25-001412 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,182 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $2,810,680.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).